> ## Documentation Index
> Fetch the complete documentation index at: https://sigma-docs.pastelhq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Members & Roles

> Refers to the people involved in the project/company or process and the specific responsibilities each person holds. 

### Team Members

The administrator account is the first user created under your company profile and has full access to all features and settings. Administrators can invite additional team members and assign each person to a role group that matches their responsibilities.

**To invite a team member:**

1. Log in to [Sigma](https://sigma.pastelhq.ai/)
2. Click **My Account → Team**
3. Click **Invite New Member**
4. Enter the member's name and email address
5. Select the appropriate role group
6. Click **Send Invite**

The invited person will receive an email to set up their account. Once accepted, they appear in your team list with their assigned role.

### Role Groups

Roles control what each team member can see and do in the Sigma dashboard. When your account is created, default role groups are set up automatically. Your administrator account is assigned to the Admin group.

| Role                                | What they can do                                                                                                         |
| ----------------------------------- | ------------------------------------------------------------------------------------------------------------------------ |
| **Administrator**                   | Full access: manage settings, invite members, view all data, configure rules, generate API keys, and access all products |
| **Manager**                         | Perform management tasks, access reports and analytics across products, view team activity                               |
| **Developer**                       | Access API credentials, configure webhooks, manage integrations and technical setup                                      |
| **Reviewer**                        | Review flagged transactions in Transaction Monitoring and record decisions                                               |
| **Fraud Analyst**                   | Investigate transactions flagged as potentially fraudulent, apply actions (approve, reject, escalate)                    |
| **Transaction Monitoring Reviewer** | Review and action transactions specifically within the Transaction Monitoring module                                     |
| **Transaction Screening Alert**     | Review and respond to alerts triggered by transaction screening rules                                                    |
| **Transaction Screening Reports**   | View, review, and generate reports from transaction screening                                                            |
| **Credit Assessment Reviewer**      | Assess and review bank statements uploaded for credit evaluation                                                         |

### Custom Roles

If the default role groups do not match your team structure, you can create custom roles with tailored permissions.

**To create a custom role:**

1. Go to **My Account → Team → Manage Roles**
2. Click **Create Custom Role**
3. Give the role a name and description
4. Select the specific permissions to grant
5. Save the role

Custom roles appear alongside the default groups and can be assigned to any team member during invitation or by editing an existing member's role.

### Role Assignment Best Practices

* Assign the minimum permissions needed for each person's job. Avoid giving Developer or Administrator access to team members who only need to review transactions.
* Use **Reviewer** or **Fraud Analyst** for operations staff who work the alert queue
* Reserve **Administrator** for your compliance lead or IT security officer
* Create custom roles for compliance officers who need access to both CDD and Reporting but not Transaction Monitoring configuration